+232.7%
LITE vs HOOD
-37.5%
+270.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.0% | -9.9% | -8.3% |
| 7D | -31.4% | -4.4% | -27.0% | -30.7% |
| 30D | -42.6% | -23.4% | -19.2% | -39.4% |
| 3M | -26.2% | -6.5% | -19.7% | -26.0% |
| 6M | -35.8% | +14.2% | -50.0% | -38.9% |
| YTD | +70.0% | -22.7% | +92.8% | +85.4% |
| 1Y | +232.7% | -36.1% | +268.8% | +317.4% |
| All | +232.7% | -37.5% | +270.2% | +317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HOOD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling